Ghp Investment Advisors, Inc. Wisdomtree U.S. Midcap Fund Transaction History

Ghp Investment Advisors, Inc.

$2.05 Billion
Q1 2025

A detailed history of Ghp Investment Advisors, Inc. transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Ghp Investment Advisors, Inc. holds 40,774 shares of EZM stock, worth $2.26 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

40,774

Previous 42,653 4.41%

Holding current value

$2.26 Million

Previous $2.67 Million 8.85%

% of portfolio

0.12%

Previous 0.13%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$58.11 - $65.29 $109,188 - $122,679	-1,879 Reduced 4.41%	40,774 $2.43 Million
Q4 2024 Jan 27, 2025	SELL	$61.21 - $68.19 $72,595 - $80,873	-1,186 Reduced 2.71%	42,653 $2.67 Million
Q3 2024 Oct 24, 2024	SELL	$56.83 - $62.44 $1,761 - $1,935	-31 Reduced 0.07%	43,839 $2.73 Million
Q2 2024 Aug 08, 2024	SELL	$56.57 - $60.6 $48,989 - $52,479	-866 Reduced 1.94%	43,870 $2.54 Million
Q1 2024 Apr 25, 2024	SELL	$55.25 - $61.02 $40,885 - $45,154	-740 Reduced 1.63%	44,736 $2.73 Million
Q4 2023 Jan 26, 2024	SELL	$47.01 - $57.98 $71,267 - $87,897	-1,516 Reduced 3.23%	45,476 $2.61 Million
Q3 2023 Oct 17, 2023	SELL	$49.88 - $55.46 $49,730 - $55,293	-997 Reduced 2.08%	46,992 $2.38 Million
Q2 2023 Aug 14, 2023	SELL	$47.28 - $52.94 $256,494 - $287,199	-5,425 Reduced 10.16%	47,989 $2.54 Million
Q1 2023 Apr 21, 2023	SELL	$47.09 - $55.78 $111,932 - $132,589	-2,377 Reduced 4.26%	53,414 $2.66 Million
Q4 2022 Feb 16, 2023	SELL	$45.28 - $52.03 $221,917 - $254,999	-4,901 Reduced 8.08%	55,791 $2.71 Million
Q3 2022 Oct 28, 2022	SELL	$43.88 - $52.9 $10,443 - $12,590	-238 Reduced 0.39%	60,692 $2.67 Million
Q2 2022 Aug 11, 2022	SELL	$45.15 - $55.11 $109,579 - $133,751	-2,427 Reduced 3.83%	60,930 $2.8 Million
Q1 2022 Apr 28, 2022	SELL	$51.5 - $57.18 $10,506 - $11,664	-204 Reduced 0.32%	63,357 $3.46 Million
Q4 2021 Feb 14, 2022	SELL	$52.62 - $57.03 $50,304 - $54,520	-956 Reduced 1.48%	63,561 $3.58 Million
Q3 2021 Nov 12, 2021	SELL	$49.81 - $54.23 $74,117 - $80,694	-1,488 Reduced 2.25%	64,517 $3.36 Million
Q2 2021 Aug 13, 2021	SELL	$50.97 - $54.49 $77,015 - $82,334	-1,511 Reduced 2.24%	66,005 $3.46 Million
Q1 2021 May 14, 2021	SELL	$42.79 - $52.29 $2,225 - $2,719	-52 Reduced 0.08%	67,516 $3.44 Million
Q4 2020 Feb 12, 2021	BUY	$34.56 - $43.66 $249,281 - $314,919	7,213 Added 11.95%	67,568 $2.94 Million
Q3 2020 Nov 16, 2020	BUY	$31.23 - $36.34 $113,489 - $132,059	3,634 Added 6.41%	60,355 $2.06 Million
Q2 2020 Aug 06, 2020	BUY	$24.14 - $37.04 $163,113 - $250,279	6,757 Added 13.52%	56,721 $1.85 Million
Q1 2020 May 13, 2020	BUY	$22.51 - $42.68 $173,101 - $328,209	7,690 Added 18.19%	49,964 $1.32 Million
Q4 2019 Feb 14, 2020	SELL	$37.75 - $42.41 $9,966 - $11,196	-264 Reduced 0.62%	42,274 $1.78 Million
Q3 2019 Nov 07, 2019	BUY	$39.14 - $40.36 $61,175 - $63,082	1,563 Added 3.81%	42,538 $1.68 Million
Q2 2019 Aug 02, 2019	SELL	N/A	-297 Reduced 0.72%	40,975 $1.64 Million
Q1 2019 May 10, 2019	BUY	N/A	29,155 Added 240.61%	41,272 $1.62 Million
Q4 2018 Feb 13, 2019	BUY	N/A	12,117 New	12,117 $415,000

Others Institutions Holding EZM

# of Institutions

162

Shares Held

8.53M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
Sector ETFs
Industry ETFs

More about EZM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ghp Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ghp Investment Advisors, Inc. with notifications on news.

Account

Ghp Investment Advisors, Inc. Wisdomtree U.S. Midcap Fund Transaction History